Professional
Added to YB: 2026-05-22
Pitch date: 2026-04-17
BR [neutral]
Broadridge Financial Solutions, Inc.
+8.44%
current return
Author Info
No bio for this author
Company Info
Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry in the United States and internationally.
Market Cap
$19.0B
Pitch Price
$160.56
Price Target
N/A
Dividend
2.59%
EV/EBITDA
11.75
P/E
17.55
EV/Sales
2.96
Sector
Professional Services
Category
value
Jensen Quality Mid Cap Fund Portfolio Holding: Broadridge Financial Solutions, Inc.
BR (holding update): Largest detractor in quarter on AI disintermediation fears, but concerns unfounded given legally mandated, mission-critical services (proxy materials, SEC filings, trade processing, statements) subject to audits/regulatory reviews & difficult to replicate. Core holding on strong market position, economies of scale, high client retention, attractive valuation.
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